SRS Investment Management, LLC Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$5.4T
Holdings
31
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 2,766,967 | $1.4T | 25.58% | |
| 2 | ZZILLOW GROUP INC | 8,572,914 | $870.9B | 16.10% | |
| 3 | CUCAAVIS BUDGET GROUP | 18,048,628 | $475.0B | 8.78% | |
| 4 | PLNTPLANET FITNESS INC | 5,863,966 | $361.3B | 6.68% | |
| 5 | TWTRUSDTWITTER INC | 7,809,915 | $347.5B | 6.43% | |
| 6 | MSFTMICROSOFT CORP | 1,203,572 | $253.1B | 4.68% | |
| 7 | OPTUALTICE USA INC | 8,074,979 | $209.9B | 3.88% | |
| 8 | CTXSEURCITRIX SYS INC | 1,419,701 | $195.5B | 3.61% | |
| 9 | MGMMGM RESORTS INTERNATIONAL | 8,757,983 | $190.5B | 3.52% | |
| 10 | DTDYNATRACE INC | 3,976,539 | $163.1B | 3.02% | |
| 11 | FVRRFIVERR INTL LTD | 987,178 | $137.2B | 2.54% | |
| 12 | CMCSACOMCAST CORP NEW | 2,865,412 | $132.6B | 2.45% | |
| 13 | BKNGBOOKING HOLDINGS INC | 73,394 | $125.6B | 2.32% | |
| 14 | PLANUSDANAPLAN INC | 1,913,105 | $119.7B | 2.21% | |
| 15 | ORLYOREILLY AUTOMOTIVE INC | 241,167 | $111.2B | 2.06% | |
| 16 | EXPEEXPEDIA GROUP INC | 1,076,217 | $98.7B | 1.82% | |
| 17 | PIIPOLARIS INC | 584,500 | $55.1B | 1.02% | |
| 18 | SNOWSNOWFLAKE INC | 140,000 | $35.1B | 0.65% | |
| 19 | BEKEKE HLDGS INC | 500,000 | $30.6B | 0.57% | |
| 20 | METAFACEBOOK INC | 66,245 | $17.4B | 0.32% | |
| 21 | NKENIKE INC | 118,967 | $14.9B | 0.28% | |
| 22 | —TALEND S A | 361,847 | $14.1B | 0.26% | |
| 23 | PANWPALO ALTO NETWORKS INC | 57,278 | $14.0B | 0.26% | |
| 24 | AFWALIGN TECHNOLOGY INC | 33,377 | $10.9B | 0.20% | |
| 25 | TREXTREX CO INC | 141,422 | $10.1B | 0.19% | |
| 26 | LILI AUTO INC | 450,000 | $7.8B | 0.14% | |
| 27 | SMARGBPSMARTSHEET INC | 150,734 | $7.4B | 0.14% | |
| 28 | ADSKAUTODESK INC | 30,041 | $6.9B | 0.13% | |
| 29 | LEVILEVI STRAUSS & CO NEW | 300,000 | $4.0B | 0.07% | |
| 30 | DISDISNEY WALT CO | 27,766 | $3.4B | 0.06% | |
| 31 | —DUCK CREEK TECHNOLOGIES INC | 15,000 | $681.0M | 0.01% |